See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,377 | $100,852+146.3% | $90,404+174.7% | $158,922+56.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.16% | 1724.20%-1714.0pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $20,397 | $3,689+453.0% | $3,262+525.3% | $4,761+328.4% |
| Participant deferral / active EE | $2,977 | $4,348-31.5% | $3,963-24.9% | $5,982-50.2% |
| Admin fee / account holder | $111,075 | $6,501+1608.6% | $5,611+1879.7% | $11,246+887.7% |